Phone:
(212) 503-2365(212) 503-2365
Morgan Stanley Private Wealth Management
The Vinder Group
Direct:
(212) 503-2365(212) 503-2365
Our Mission Statement
At the Vinder Group, we help an elite group of highly affluent families address every aspect of their complex financial lives.
Barron's has recognized Ron Vinder in 2023 as the #23 Financial Advisor in the country.
Ron Vinder was named to the Barron's Advisor Hall of Fame Class of 2022.
Barron's has recognized Ron Vinder in 2023 as the #23 Financial Advisor in the country.
Ron Vinder was named to the Barron's Advisor Hall of Fame Class of 2022.
Our Story and Services
“The Vinder Group is a ten-person boutique office with a client-centric approach to delivering thoughtful, unbiased advice. Our clients have achieved considerable financial success and, as a result, are faced with a broad range of complex wealth management challenges. Our mission is to help them preserve what they have earned, simplify their finances, and create clear plans to support their future ambitions.
We have the experience and capability to help families that have created multigenerational wealth make well-informed decisions about sophisticated financial issues. This not only means transferring wealth to your children and grandchildren but helping make sure they are also prepared to receive it.
We can help you keep your investments aligned with your goals, provide consolidated reporting, manage your liquidity needs, and execute your philanthropic plan.
We take the time to understand what you want out of life and work diligently every day to help you pursue your aspirations by sustaining your financial success.
If you would like to learn more about our approach, please contact us.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded April 2022) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
We have the experience and capability to help families that have created multigenerational wealth make well-informed decisions about sophisticated financial issues. This not only means transferring wealth to your children and grandchildren but helping make sure they are also prepared to receive it.
We can help you keep your investments aligned with your goals, provide consolidated reporting, manage your liquidity needs, and execute your philanthropic plan.
We take the time to understand what you want out of life and work diligently every day to help you pursue your aspirations by sustaining your financial success.
If you would like to learn more about our approach, please contact us.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded April 2022) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Capabilities
- Comprehensive Wealth Planning
- Asset AllocationFootnote1
- Investment Management
- Sustainable & Responsible InvestingFootnote2
- Family Governance & Wealth Education
- Philanthropy Management
- Consolidated Reporting
- Tax, Trust & Estate AdvisoryFootnote3
- Tailored LendingFootnote4
- Hedging Strategies
- 10b5-(1) Programs
- Pre-Liquidity Planning
- Risk Management
- Cash Management & LendingFootnote5
- Securities Based LendingFootnote6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Clients
We have the good fortune of working with exceptionally interesting and accomplished individuals. Most of our clients have created their own wealth and are still actively engaged in their careers. Some are sophisticated investors, including managing partners of private equity firms and hedge funds, but many others work outside the financial industry. Either way, they have all enjoyed the kind of financial success that creates tremendous opportunities and complex challenges.
Our goal is to deliver the experience and specialized resources they need to protect and enjoy what they have earned, support the lifestyle they have created for themselves and secure the legacy they want to leave. We would greatly welcome an opportunity to learn more about you and your family and how we might help you reach your goals.
Our goal is to deliver the experience and specialized resources they need to protect and enjoy what they have earned, support the lifestyle they have created for themselves and secure the legacy they want to leave. We would greatly welcome an opportunity to learn more about you and your family and how we might help you reach your goals.
Investment Philosophy
Over a decade ago, Ron made a fundamental change in his approach to investing client assets, moving away from active management and toward passive strategies. Ron doesn’t try to predict what will happen in global markets or speculate on which manager might outperform. Instead, we developed portfolios based on well-researched asset allocation strategies that we implement using cost-efficient index-tracking investments. While portfolios are rebalanced periodically, turnover is minimized for greater tax efficiency. We believe this approach offers greater transparency and helps deliver better after-tax, post-fee, and risk-adjusted returns over the long term.
Grounded in rational investment strategies that have been extensively researched, rather than emotional responses to market events, our asset allocation-based approach is designed to help remove an element of unpredictability. We believe that it is appropriate for the needs of our ultra-high net worth clients, helping them preserve and prudently grow their assets.
If you would like to hear more about our approach, please contact us.
Disclaimer:
Asset Allocation and Rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.
Grounded in rational investment strategies that have been extensively researched, rather than emotional responses to market events, our asset allocation-based approach is designed to help remove an element of unpredictability. We believe that it is appropriate for the needs of our ultra-high net worth clients, helping them preserve and prudently grow their assets.
If you would like to hear more about our approach, please contact us.
Disclaimer:
Asset Allocation and Rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 503-2365(212) 503-2365
Fax:
(646) 690-6400(646) 690-6400
Meet The Vinder Group
Amy Wood, CFP®
Executive Director, Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Senior Portfolio Manager, Portfolio Management Director
Phone:
(212) 503-2386(212) 503-2386
Eddie Horta, CFP ®
First Vice President, Portfolio Management Associate Director
Phone:
(212) 503-2367(212) 503-2367
Costas Liappas
First Vice President, Group Director
Phone:
(212) 503-2364(212) 503-2364
Sal Glorioso
Vice President, Director of Investments
Phone:
(212) 503-2379(212) 503-2379
Zack Wells
Assistant Vice President, Private Wealth Management Analyst
Phone:
(212) 503-2360(212) 503-2360
Johnny Keefe
Registered Client Service Associate
Phone:
(212) 503-2376(212) 503-2376
James Hulbert
Registered Client Service Associate
Phone:
(212) 503-2377(212) 503-2377
Eric Kirchner
Registered Client Service Associate
Phone:
(212) 503-2391(212) 503-2391
Ryann Tracy
Executive Assistant
Phone:
(212) 503-1191(212) 503-1191
Camila Hoz De Vila
Private Wealth Management Analyst
Phone:
(212) 503-2353(212) 503-2353
About Ron Vinder
Drawing on three decades of financial service industry experience, Ron Vinder works with an elite clientele of entrepreneurs, executives, professionals and their families. By focusing their attention on a relatively small group of highly affluent families, Ron and his team are able to deliver a high-touch experience and to tailor highly customized strategies based on each client’s specific needs and aspirations.
Ron graduated from the University of Maryland with a degree in Economics and began his professional career at Lehman Brothers in 1988. He was recognized by Barron’s as one of the Top 100 Advisors for four consecutive years from 2012 through 2015. In 2018, he was again named to the Barron’s Top 100 Advisors list and to the Barron’s Top 1,200 Advisors in America list where he has remained through 2023 being ranked #23 on the Barron’s Top 100 Advisors list and #3 in New York State on the Barron’s Top 1,200 Advisors list most recently. Ron has also been recognized by Forbes in their America’s Top Wealth Advisors since 2018. Most recently in 2023, Forbes ranked Ron #48 for Top Wealth Advisors and #12 for Best in New York City Private Wealth.
Ron has two children and resides in Manhattan and East Hampton.
2012-2015, 2018-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2012-2015, 2018-2023. Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the
award
Forbes America’s Top Wealth Management Teams 2023
Source: Forbes.com (November 2023) Forbes America’s Top Wealth
Management Teams ranking awarded in 2023. This ranking was determined
based on an evaluation process conducted by SHOOK Research LLC (the
research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23.
Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) 2023 Forbes Best-In-State Wealth
Management Teams ranking awarded in 2023. This ranking was determined
based on an evaluation process conducted by SHOOK Research LLC (the
research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22.
Ron graduated from the University of Maryland with a degree in Economics and began his professional career at Lehman Brothers in 1988. He was recognized by Barron’s as one of the Top 100 Advisors for four consecutive years from 2012 through 2015. In 2018, he was again named to the Barron’s Top 100 Advisors list and to the Barron’s Top 1,200 Advisors in America list where he has remained through 2023 being ranked #23 on the Barron’s Top 100 Advisors list and #3 in New York State on the Barron’s Top 1,200 Advisors list most recently. Ron has also been recognized by Forbes in their America’s Top Wealth Advisors since 2018. Most recently in 2023, Forbes ranked Ron #48 for Top Wealth Advisors and #12 for Best in New York City Private Wealth.
Ron has two children and resides in Manhattan and East Hampton.
2012-2015, 2018-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2012-2015, 2018-2023. Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded April 2023) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the
award
Forbes America’s Top Wealth Management Teams 2023
Source: Forbes.com (November 2023) Forbes America’s Top Wealth
Management Teams ranking awarded in 2023. This ranking was determined
based on an evaluation process conducted by SHOOK Research LLC (the
research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23.
Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) 2023 Forbes Best-In-State Wealth
Management Teams ranking awarded in 2023. This ranking was determined
based on an evaluation process conducted by SHOOK Research LLC (the
research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22.
Securities Agent: CA, WV, NV, NE, MN, CT, AZ, WY, WI, VT, VA, TX, TN, NC, MO, KY, IN, DC, OH, NY, MT, AR, RI, NM, FL, CO, GA, VI, AL, AK, MA, ID, IA, SD, NJ, MS, MD, IL, UT, SC, PA, OK, ND, MI, ME, LA, HI, DE, WA, PR, OR, NH, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1482498
NMLS#: 1482498
About Amy Wood
Amy Wood is an Executive Director, Private Wealth Advisor, and Partner in the Vinder Group at Morgan Stanley. Amy has over 25 years of experience in the financial services industry. Prior to joining the Vinder Group, Amy spent 20 years in the Institutional Equity Division at Morgan Stanley where she was responsible for covering some of the firm’s most sophisticated clients across multiple products and investment solutions. She brings extensive institutional and capital markets experience to the team.
Amy provides comprehensive wealth management services to our clients, advising them on asset allocation, financial planning, and diversification strategies. She also provides ancillary support in lending, insurance, hedging strategies, family office resources, and philanthropy management. With her institutional background and experience covering hedge fund clients, Amy also focuses on alternative investing for the team.
Amy is a CERTIFIED FINANCIAL PLANNER and holds the distinctions of Alternative Investments Director and Senior Portfolio Manager. She is also a Family Wealth Director, enabling her to provide guided access to experienced professionals across a broad range of family office disciplines including generational planning and wealth transfer. She is also a Council Member of Women in Wealth: LIFT, an advisory and business development network of Morgan Stanley women dedicated to supporting peers to help achieve business success.
Amy graduated cum laude from Boston College with a BA in Economics. Amy lives in New York City with her husband, three children, and her dog.
Disclaimers:
Asset Allocation and Diversification do not guarantee a profit or protect against loss in a declining financial market.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Amy provides comprehensive wealth management services to our clients, advising them on asset allocation, financial planning, and diversification strategies. She also provides ancillary support in lending, insurance, hedging strategies, family office resources, and philanthropy management. With her institutional background and experience covering hedge fund clients, Amy also focuses on alternative investing for the team.
Amy is a CERTIFIED FINANCIAL PLANNER and holds the distinctions of Alternative Investments Director and Senior Portfolio Manager. She is also a Family Wealth Director, enabling her to provide guided access to experienced professionals across a broad range of family office disciplines including generational planning and wealth transfer. She is also a Council Member of Women in Wealth: LIFT, an advisory and business development network of Morgan Stanley women dedicated to supporting peers to help achieve business success.
Amy graduated cum laude from Boston College with a BA in Economics. Amy lives in New York City with her husband, three children, and her dog.
Disclaimers:
Asset Allocation and Diversification do not guarantee a profit or protect against loss in a declining financial market.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Securities Agent: TX, HI, PR, SC, NJ, MA, KY, ND, MS, IA, AL, WI, VT, SD, OR, OH, WY, UT, NE, MN, AR, MO, LA, KS, ID, DE, DC, CT, CO, AZ, RI, PA, OK, NM, NH, MT, MD, WA, VI, TN, NY, NC, IN, GA, CA, AK, WV, VA, NV, ME, FL, MI, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1959850
NMLS#: 1959850
About Eddie Horta
A member of The Vinder Group for over 15 years, Eddie Horta works with the team’s ultra high net worth clients to address a broad spectrum of their investing and financial planning needs. Eddie’s responsibilities include the development of customized financial plans, customized reporting, and model portfolio trading. He also serves as the team’s point person in providing access to lending solutions. Eddie holds the Series 7 and 66 licenses.
Eddie began his career at Smith Barney after graduating from Marist College in 2005 with a Bachelor of Science in Finance. He is fluent in Portuguese, and he enjoys traveling and spending time his wife and two children. Eddie and his family live in Westchester County, New York.
Eddie began his career at Smith Barney after graduating from Marist College in 2005 with a Bachelor of Science in Finance. He is fluent in Portuguese, and he enjoys traveling and spending time his wife and two children. Eddie and his family live in Westchester County, New York.
About Costas Liappas
Costas Liappas brings over 15 years of experience to the service of the team’s ultra high net worth clients. Costas’ primary focus is on estate planning, and he oversees the development and implementation of business plan strategies and day-to-day client service activities. Costas holds the Series 7 and 66 licenses.
Costas graduated from Hobart and William Smith Colleges in 2004 with Bachelor of Arts in Economics and a minor in International Relations. He speaks Greek fluently and is an avid athlete. Costas plays NYC Corporate League Basketball and enjoys golf and boating. He lives in New York City with his wife and child.
Costas graduated from Hobart and William Smith Colleges in 2004 with Bachelor of Arts in Economics and a minor in International Relations. He speaks Greek fluently and is an avid athlete. Costas plays NYC Corporate League Basketball and enjoys golf and boating. He lives in New York City with his wife and child.
About Sal Glorioso
Sal joined the Vinder group in August 2022 and has been working within the Fixed Income space for over a dozen years covering institutional, middle markets, and high net worth retail accounts. He previously held roles as a US Treasury trader and most recently as a Municipal Bond salesperson here at Morgan Stanley since 2018. Sal’s responsibilities include the development of tailor-made Fixed Income investment solutions across a variety of asset classes.
Sal currently holds FINRA Series 7, 63, 52, 3, and 66 licenses. He began his financial services career at Citigroup after graduating from the University of Rhode Island with a Bachelor of Science in Business Administration & Management. He currently lives on Long Island, New York with his wife and two children.
Sal currently holds FINRA Series 7, 63, 52, 3, and 66 licenses. He began his financial services career at Citigroup after graduating from the University of Rhode Island with a Bachelor of Science in Business Administration & Management. He currently lives on Long Island, New York with his wife and two children.
About Zack Wells
Zack Wells joined The Vinder Group with several years of experience with Morgan Stanley as an operations and client service professional. Zack's primary focus is client onboarding and new accounts, client communication, and coordinated team projects. Zack holds the Series 7 and 66 licenses.
Zack graduated from Fisher College of Business at The Ohio State University in 2016, with a Bachelor of Science in Business Administration, specializing in Finance. Zack golfs, skis, and plays basketball in his free time. Zack lives in New Jersey with his wife and two children, and enjoys playing golf, weight training, and cooking for his family in his free time.
Zack graduated from Fisher College of Business at The Ohio State University in 2016, with a Bachelor of Science in Business Administration, specializing in Finance. Zack golfs, skis, and plays basketball in his free time. Zack lives in New Jersey with his wife and two children, and enjoys playing golf, weight training, and cooking for his family in his free time.
About Johnny Keefe
Johnny Keefe joined the Vinder Group in May 2021 and focuses his efforts on supporting the team’s daily operations as well as delivering exceptional customer service to the team’s clients. He started with Morgan Stanley in July of 2019 as a Virtual Engagement Associate before transitioning to the Vinder Group. Prior to Morgan Stanley, Johnny worked as a Treasury Analyst for Toys R Us and Avis Budget Group. He holds the Series 7 and 66 licenses.
Johnny was born and raised in Bergen County, NJ and currently lives in Manhattan. He received his Bachelor’s degree in Finance from Fairfield University in 2017. Outside of work, Johnny enjoys music, sports and cooking.
Johnny was born and raised in Bergen County, NJ and currently lives in Manhattan. He received his Bachelor’s degree in Finance from Fairfield University in 2017. Outside of work, Johnny enjoys music, sports and cooking.
About James Hulbert
James Hulbert joined The Vinder Group in January 2023 and focuses his efforts on supporting the team’s daily operations as well as client communication. Prior to Morgan Stanley, James worked on a Wealth Management team at Merrill Lynch. He holds the Series 7 and 66 licenses.
James graduated from the University of Richmond with a Bachelor of Science in Business Administration with a concentration in Finance. He then received a Master of Science in Business Analytics from the University of Notre Dame. James was a pitcher on the baseball team at both schools. He currently lives in Manhattan and enjoys playing golf, pickleball, and running in his free time.
James graduated from the University of Richmond with a Bachelor of Science in Business Administration with a concentration in Finance. He then received a Master of Science in Business Analytics from the University of Notre Dame. James was a pitcher on the baseball team at both schools. He currently lives in Manhattan and enjoys playing golf, pickleball, and running in his free time.
About Eric Kirchner
Eric Kirchner joined the Vinder Group in January 2023 after spending time in Morgan Stanley’s Wealth Management Rotational Analyst Program. While being a summer analyst in 2020 and joining the firm in the summer of 2021, he enjoyed the opportunity to work in three distinct areas of Wealth Management, learning the business from multiple angles. Eric’s responsibilities include supporting the team’s daily operations as well as documenting and organizing the team’s practices for greater efficiency. Eric holds the Series 7, 63, and 65 licenses and maintains a New York State Insurance License.
Prior to joining Morgan Stanley, Eric graduated from Villanova University in 2021 with a Bachelor’s degree in Finance and Real Estate. Eric lives in Midtown and enjoys cooking with friends while being a frequent participant in NYC Footy soccer leagues.
Prior to joining Morgan Stanley, Eric graduated from Villanova University in 2021 with a Bachelor’s degree in Finance and Real Estate. Eric lives in Midtown and enjoys cooking with friends while being a frequent participant in NYC Footy soccer leagues.
About Ryann Tracy
Ryann Tracy joined the Vinder Group in February 2024 and focuses her efforts on supporting Ron’s daily operations as well as ensuring the team's internal and external communications run smoothly.
Prior to joining Morgan Stanley, Ryann graduated from the Honors College at the College of Charleston with a Bachelor of Science in Marketing. Ryann was born on Long Island and currently lives in Williamsburg, Brooklyn. Outside of work, she enjoys tennis and the beach.
Prior to joining Morgan Stanley, Ryann graduated from the Honors College at the College of Charleston with a Bachelor of Science in Marketing. Ryann was born on Long Island and currently lives in Williamsburg, Brooklyn. Outside of work, she enjoys tennis and the beach.
About Camila Hoz De Vila
Camila Hoz de Vila joined the Vinder Group at Morgan Stanley Private Wealth Management in September 2024 after completing Morgan Stanley's Wealth Management Rotational Program. In the Rotational Program, Camila spent time with three teams across the Wealth Management division gaining exposure to different opportunities in the industry. On the Vinder Group, Camila focuses on supporting the team's daily operations as well as providing exceptional client service. Camila holds the Series 7 and 66.
Prior to joining Morgan Stanley, Camila graduated from the University of Maryland in 2022 with a Bachelor's degree in Finance and Marketing. Camila lives in Manhattan with friends and enjoys playing tennis.
Prior to joining Morgan Stanley, Camila graduated from the University of Maryland in 2022 with a Bachelor's degree in Finance and Marketing. Camila lives in Manhattan with friends and enjoys playing tennis.
Contact Ron Vinder
Contact Amy Wood
Private Wealth Management
Professional Insights
Ron Vinder Named to Barrons 2023 Top 100 Financial Advisors
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
4Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
4Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 6295606 (3/2024)
